Who Owns SCHWAB STRATEGIC TR (SCHI)? -- Institutional Holders (2026-03-31)
281 institutions reported holding $1.15B of SCHWAB STRATEGIC TR (SCHI) in SEC 13F filings for 2026-03-31. Largest institutional holders: CAPTRUST FINANCIAL ADVISORS ($193.4M), RiverFront Investment Group, LLC ($191.8M), ENVESTNET ASSET MANAGEMENT INC ($163.5M), RAYMOND JAMES FINANCIAL INC ($62.6M), AMERIPRISE FINANCIAL INC ($36.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CAPTRUST FINANCIAL ADVISORS | $193.4M | 8.5M | Added |
| 2 | RiverFront Investment Group, LLC | $191.8M | 8.5M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $163.5M | 7.2M | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $62.6M | 2.8M | Added |
| 5 | AMERIPRISE FINANCIAL INC | $36.3M | 1.6M | Added |
| 6 | Bouchey Financial Group Ltd | $33.5M | 1.5M | Added |
| 7 | Permanens Capital L.P. | $30.6M | 1.3M | New |
| 8 | L2 Asset Management, LLC | $29.8M | 1.3M | Added |
| 9 | Royal Bank of Canada | $24.9M | 1.1M | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $23.1M | 1.0M | Trimmed |
| 11 | JPMORGAN CHASE & CO | $18.5M | 819,086 | Added |
| 12 | Janney Montgomery Scott LLC | $17.1M | 754,806 | Trimmed |
| 13 | WestHill Financial Advisors, Inc. | $14.3M | 632,171 | Added |
| 14 | STIFEL FINANCIAL CORP | $12.5M | 550,093 | Added |
| 15 | Charles Schwab Trust Co | $11.6M | 511,344 | Added |
| 16 | VAN STRUM & TOWNE INC. | $11.5M | 508,475 | Added |
| 17 | LPL Financial LLC | $11.3M | 497,421 | Trimmed |
| 18 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $10.6M | 467,609 | Added |
| 19 | White & Co Financial Planning Inc | $8.6M | 377,803 | Added |
| 20 | Advisory Services Network, LLC | $8.5M | 374,736 | Added |
| 21 | JANE STREET GROUP, LLC | $8.5M | 372,691 | New |
| 22 | Kaizen Financial Strategies | $8.4M | 368,644 | Added |
| 23 | WT Wealth Management | $7.7M | 340,592 | Trimmed |
| 24 | Caitlin John, LLC | $7.6M | 337,088 | Added |
| 25 | CITADEL ADVISORS LLC | $7.1M | 312,029 | New |
Source: SEC Form 13F filings · as of 2026-03-31